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Xcel Energy

1,123 hedge funds and large institutions have $34.8B invested in Xcel Energy in 2025 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 417 increasing their positions, 360 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $33.6B → $34.8B (+$1.23B)

0.85% more ownership

Funds ownership: 84.63%85.48% (+0.85%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
1,123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$173M
Puts
$36.3M
Net Calls
Net Calls Change

Top Buyers

1 +$432M
2 +$237M
3 +$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$108M
5
BlackRock
BlackRock
New York
+$98.6M

Top Sellers

1 -$208M
2 -$184M
3 -$124M
4
Goldman Sachs
Goldman Sachs
New York
-$109M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
1051
Investors Research Corp
Georgia
$10.1K
FMP
1052
Financial Management Professionals
Texas
$9.84K
CT
1053
Clearstead Trust
Maine
$9.77K
DF
1054
Dunhill Financial
United Kingdom
$9.24K
FFWM
1055
Future Financial Wealth Management
Ohio
$9.13K
DI
1056
DAGCO Inc
Ohio
$8.35K
VNA
1057
Valley National Advisers
Pennsylvania
$8K
CWC
1058
Carolinas Wealth Consulting
North Carolina
$7.93K
VWA
1059
Valued Wealth Advisors
Utah
$7.15K
DSC
1060
Duncker Streett & Co
Missouri
$7.08K
T
1061
Transce3nd
Texas
$7.08K
TWC
1062
TD Waterhouse Canada
Ontario, Canada
$7.07K
CHC
1063
City Holding Co
West Virginia
$7.01K
AW
1064
Avion Wealth
Texas
$7K
DIP
1065
DT Investment Partners
Pennsylvania
$6.94K
HIA
1066
Harbor Investment Advisory
Maryland
$6.87K
RTL
1067
Red Tortoise LLC
Georgia
$6.72K
AWM
1068
Activest Wealth Management
Florida
$6.65K
IBOK
1069
Independence Bank of Kentucky
Kentucky
$6.37K
AP
1070
Aspect Partners
Virginia
$6.02K
LFA
1071
LGT Financial Advisors
Texas
$5.91K
HHGA
1072
Halbert Hargrove Global Advisors
California
$5.59K
PWMG
1073
Private Wealth Management Group
New Jersey
$5.52K
MWM
1074
Mascoma Wealth Management
New Hampshire
$5.31K
PAI
1075
Pittenger & Anderson Inc
Nebraska
$5.1K